Open CAPPS

Document customization

Logo, layout and notices on your quotes and invoices.

  1. Customize the appearance of your documentsOpen the customization workshop, switch to edit mode, preview the result and save the layout of your quotes and invoices.
  2. Add your logoUpload your company logo, place it freely on the page and, if needed, add a partner logo.
  3. Choose the template for your documentsBrowse the template gallery, filter by header, body, customer info and footer, then apply the full template or only its structure.
  4. Set the colors, style and backgroundChoose the colors of the header and footer, the typographic style of your documents and a background image or color.
  5. Choose the header and footer informationSelect the contact details, legal notices and bank details printed in the header and footer of your documents.
  6. Manage print profilesPrepare up to three layouts, rename them, duplicate them and choose the one used for the PDFs sent to your customers.